MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$503M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$7.54M
3
+$5.84M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.31M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.11M

Top Sells

1
+$854K
2
+$780K
3
+$585K
4
F icon
Ford
F
+$200K
5
TKR icon
Timken Company
TKR
+$180K

Sector Composition

1 Financials 11.65%
2 Industrials 10.25%
3 Healthcare 9.16%
4 Technology 8.98%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$164K 0.03%
+5,454
277
$162K 0.03%
11,170
-11,755
278
$157K 0.03%
+8,047
279
$157K 0.03%
+10,782
280
$156K 0.03%
+10,071
281
$156K 0.03%
1,321
+1,043
282
$156K 0.03%
3,038
+2,409
283
$156K 0.03%
13,000
284
$155K 0.03%
5,750
-900
285
$154K 0.03%
+2,412
286
$154K 0.03%
+8,390
287
$153K 0.03%
1,178
+942
288
$150K 0.03%
+1,165
289
$144K 0.03%
7,463
-7,210
290
$140K 0.03%
+1,991
291
$136K 0.03%
5,900
+3,300
292
$134K 0.03%
+11,795
293
$132K 0.03%
+935
294
$131K 0.03%
5,576
+2,170
295
$130K 0.03%
2,885
+1,060
296
$126K 0.03%
+13,018
297
$126K 0.03%
2,107
+2,057
298
$122K 0.02%
5,250
299
$121K 0.02%
+24,755
300
$120K 0.02%
2,173
-810
10 11
12
13 14